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Planned Giving

Make a Legacy Gift

Let us work with you and your estate planning professional to help you identify areas of impact you would like your gift to make.

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    Planned Giving

    A legacy gift made with planning and forethought will provide future funding for healthy communities served by Cone Health as well as provide financial benefits for the donor and/or the donor’s family.

    A legacy gift can be an expression of gratitude for exceptional care received or experienced, and given as a commitment today that will provide funding for community health needs in the future.

    Legacy Gifts

    Legacy gifts come in different forms:

    Estate or Deferred Gifts

    These are primarily gifts made through a will. Additionally, gifts directed through a life insurance policy or retirement plan are often the simplest and most tax efficient way of making a planned gift. It doesn’t require a witness or an attorney, it doesn’t affect your current income, it’s completely revocable and you can specify designation in percentage amounts. All that is required is a signed beneficiary designation form provided to the custodian of your retirement account or life insurance policy.

    Life Income Gifts

    These are irrevocable gifts funded with cash, securities or other appreciated assets, such as real estate, gifted in exchange for an income stream for life or for a fixed number of years. At the termination of the contract, the remainder of the gift would be distributed to Cone Health, the designated beneficiary. Life Income Gifts include Charitable Gift Annuities and Charitable Remainder Trusts.


    Legacy Leadership Circle

    Legacy Leadership CircleOur new Legacy Leadership Circle is a group composed of donors who have generously declared their intent to include Cone Health in their estate plans. 

    Legacy Leadership Circle members not only receive special recognition for their thoughtful gifts, they’re also included in exclusive events and educational opportunities throughout the year as a thank you for their willingness to make a legacy gift to Cone Health.

    We hope you’ll contact us so we can partner with you in setting up a donation that extends beyond your lifetime, supporting our facilities, services, programs and future initiatives.

    To become a member of the Legacy Leadership Circle, please let us know of your legacy gift intent by completing the Declaration of Legacy Gift Intent Form [WORD]. Learn more about the benefits of membership on our Legacy Leadership Circle Giving Brochure [PDF].

    Legacy Leadership Circle Charter Members

    We are grateful to these individuals who have made Cone Health part of their family by making us a beneficiary of their will, retirement plan, life insurance policy or other type of planned gift. 

    • Mr. Terrence B. Akin and Ms. Barbara Steslow
    • Mr. Jacob B. Balsley, III
    • Pamela M. Barrett
    • Mr. Ward Bowman
    • Bruce and Dora  Brodie
    • Dr. Edwin L. and Joan Bryan
    • Noel and Beth Burt
    • John and True Campbell
    • Mr.** and Mrs. George Crampton**
    • Mr. Dwight M. Davidson, III
    • Chick and Constance Dee
    • Mrs. Carol Cone Douglas
    • Ms. Mae Douglas
    • Mr. Barry S. Frank
    • Mrs. Sarah Gorrell**
    • Mr. Richard D Hall, Jr.
    • Mrs. Nancy Hemric
    • Mrs. Mary Gorrell Jones
    • John Wayne and Sandra D. Keeling
    • Dr. E. Joe LeBauer
    • Ann and Brokie Lineweaver
    • Mr. C. Vincent Long Jr.**
    • Gustav and Mary Magrinat
    • Mrs. Sandra Mascia
    • Mr. Frederick Murray**
    • Annette and Bill Porter
    • Roselyn G. Powell
    • Tim and Carolynn Rice
    • Jerome and Margot Ruskin
    • Dr. Ernest L. Schiller
    • Susan F. Shumaker
    • Carole and John Simms, Jr.
    • Henry W. B. Smith III MD and Cheryl T. Smith
    • Mr. Paul M. Stephens, III
    • Thomas David and Diana Jean Stuckey
    • Ms. Rebecca Thigpen**
    • Ms. Susan Thompson
    • Keith** and Barbara Wharton

    ** Deceased